Purpose Unlimited Inc.
SEC Form 13F institutional filer · CIK 0002115120
13F-HR · 232 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.18B
Top-10 concentration
76.3%
Purpose Unlimited Inc. — $1.18B AUM allocation strategy
Purpose Unlimited Inc. files SEC Form 13F and reports $1.18B of long US equity value across 232 reported holdings for 2026-03-31.
Its largest sector bet is Consumer Discretionary 34.7%, followed by Information Technology 24.7% and Communication Services 7.9%.
The top 10 holdings account for 76% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Purpose Unlimited Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.18B
total across 232 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
76% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NEM +198K sh · +$21.5M+$TSLA +115K sh · −$14.3M+$NFLX +47.2K sh · +$4.7M
Biggest trims (shares)
−$QQQ −93.1K sh · −$58.2M−$GOOG −51.6K sh · −$21.7M−$CSCO −22.2K sh · −$1.64M
Exited to nil (held last quarter, gone now)
$CEG ($318K last qtr)$SNDK ($237K last qtr)$DVN ($130K last qtr)$AES ($119K last qtr)$REGN ($87.2K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Automobile Manufacturers26.5%—
- Semiconductors16.7%—
- Broadline Retail8.2%—
- Interactive Media & Services6.9%—
- Multi-Sector Holdings4.9%—
- Technology Hardware, Storage & Peripherals3.5%—
- Systems Software3.2%—
- Managed Health Care2.6%—
- Other holdings27.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $TSLA | Tesla Inc | 846K | $314M | +115K | 26.5% |
| $NVDA | NVIDIA Corporation | 1.04M | $181M | +3.42K | 15.3% |
| $AMZN | Amazon.com Inc | 462K | $96.2M | +15.4K | 8.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 216K | $62.3M | -51.6K | 5.3% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 120K | $57.4M | +1.63K | 4.8% |
| $AAPL | Apple Inc | 165K | $41.9M | +12.2K | 3.5% |
| $MSFT | Microsoft Corporation | 102K | $37.7M | +34.1K | 3.2% |
| $UNH | UnitedHealth Group Incorporated | 113K | $30.6M | +14.8K | 2.6% |
…and 224 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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